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Simplify Gamma E/M BND ETF (GAEM)

CUSIP: 82889N459 | NYSE | 29 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Elevated Capital Advisors, LLC107,652
0.9% of portfolio›$2.7M
Key Capital Management, Inc56,066
0.5% of portfolio›$1.4M
Encompass More Asset Management52,406
0.2% of portfolio›$1.3M
Pekin Hardy Strauss, Inc.44,564
0.1% of portfolio›$1.1M
Mosley Wealth Management39,728
0.3% of portfolio›$1.0M
Winnacle Wealth LLC38,764
0.7% of portfolio›$989.8K
SteelPeak Wealth, LLC36,087
0.0% of portfolio›$921.5K
Howard Bailey Securities, LLC35,502
0.3% of portfolio›$906.5K
B.O.S.S. Retirement Advisors, LLC29,934
0.2% of portfolio›$764.4K
Blackston Financial Advisory Group, LLC15,976
0.2% of portfolio›$407.9K
Networth Advisors, LLC12,295
0.2% of portfolio›$314.0K
Beacon Capital Management, LLC10,232
0.0% of portfolio›$261.3K
Lloyd Advisory Services, Llc.6,022
0.1% of portfolio›$153.8K
Decker Retirement Planning Inc.3,111
0.0% of portfolio›$79.4K
Tounjian Advisory Partners, LLC1,713
0.0% of portfolio›$43.7K
Montgomery Financial Services LLC352
0.0% of portfolio›$9.0K
Buck Wealth Strategies, LLC348
0.0% of portfolio›$8.9K
Assetmark, Inc33
0.0% of portfolio›$843
POM Investment Strategies, LLC3
0.0% of portfolio›$79
StyleTurnoverLocationFiled
Elevated Capital Advisors, LLC
107,652$2.7M0.9%ETFMediumSandy, UT2026-11-04
Key Capital Management, Inc
56,066$1.4M0.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Encompass More Asset Management
52,406$1.3M0.2%ETFHighDanville, CA2026-10-16
Pekin Hardy Strauss, Inc.
44,564$1.1M0.1%ValueMediumChicago, IL2026-11-02
Mosley Wealth Management
39,728$1.0M0.3%ETFHighAnaheim, CA2026-10-16
Winnacle Wealth LLC
38,764$989.8K0.7%CoreMediumWaco, TX2026-10-15
SteelPeak Wealth, LLC
36,087$921.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Howard Bailey Securities, LLC
35,502$906.5K0.3%ETFMediumFort Wayne, IN2026-10-27
B.O.S.S. Retirement Advisors, LLC
29,934$764.4K0.2%ETFMediumLehi, UT2026-10-26
Blackston Financial Advisory Group, LLC
15,976$407.9K0.2%ETFLowThe Villages, FL2026-11-04
Networth Advisors, LLC
12,295$314.0K0.2%ETFMediumCanonsburg, PA2026-11-03
Beacon Capital Management, LLC
10,232$261.3K0.0%ETFMediumFranklin, TN2026-10-23
Lloyd Advisory Services, Llc.
6,022$153.8K0.1%ETFVery HighSuwanee, GA2026-11-02
Decker Retirement Planning Inc.
3,111$79.4K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Tounjian Advisory Partners, LLC
1,713$43.7K0.0%GrowthHighFort Myers, FL2026-11-04
Montgomery Financial Services LLC
352$9.0K0.0%ETFN/AOcean City, MD2026-11-03
Buck Wealth Strategies, LLC
348$8.9K0.0%ValueMediumDenver, CO2026-10-28
Assetmark, Inc
33$8430.0%ETFLowConcord, CA2026-10-21
POM Investment Strategies, LLC
3$790.0%ETFVery HighRaleigh, NC2026-10-20